Alternatives to TheBigBot
Compare TheBigBot alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TheBigBot in 2026. Compare features, ratings, user reviews, pricing, and more from TheBigBot competitors and alternatives in order to make an informed decision for your business.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
monday CRM
monday.com
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.Starting Price: $10/seat/month -
3
CrucialCRM
Phenomena Technologies Inc
CrucialCRM is a cloud-based customer relationship management platform for small and midsize businesses, sales teams, agencies, and service providers. It combines contact and deal management with multi-pipeline Kanban boards, shared inboxes, email campaigns, social publishing, appointment booking, workflow automation, and reporting. Teams can track customer activity and follow-ups on contact timelines, coordinate conversations, schedule social content, create booking pages, and manage campaigns in one workspace. AVA, CrucialCRM’s AI assistant, supports lead research and qualification, outreach drafting, and CRM updates. The platform also connects with calendar services and social networks, and offers customizable workflows for routine sales and marketing tasks. -
4
Convarza AI
Pronnel Technology
Convarza AI is a cloud CRM for managing customer conversations across chat, email, and business calls. Teams can manage leads and contacts, review conversation histories, and assign conversations. Features include AI voice agents and chatbots, call flows, shared inboxes, workflow automation, campaigns, and staff follow-up. Agents can use a knowledge base, transfer conversations to a team member, and book appointments. Channels include WhatsApp, Instagram, Facebook Messenger, Telegram, Viber, LINE, SMS, email, and web chat; voice connections can use Twilio, Maqsam, or SIP. Teams can configure channels and calling workflows, connect interactions with contact records and tasks, and automate outreach in the same workspace. It is designed for sales, customer-service, and other customer-facing teams that need to organize multichannel interactions, qualify leads, and schedule appointments.Starting Price: $39/month/user -
5
AiEngage CRM
AiTrillion
AiEngage CRM is a complete customer relationship management platform designed to help businesses capture leads, automate communication, and close more deals from a single dashboard. Whether you're managing inquiries from your website, Facebook Ads, Google Ads, WhatsApp, or phone calls, AiEngage CRM centralizes every customer interaction in one place. Businesses can automate WhatsApp messaging, email campaigns, follow-ups, appointment scheduling, lead assignment, and sales tracking to improve efficiency and customer experience. The platform includes features such as WhatsApp Business Automation, Shared Team Inbox, Built-in Calling & Recording, Email Automation, Lead Management, Sales Pipeline Tracking, Task Management, Reporting & Analytics, and Workflow Automation. -
6
AutomateNexus CRM
AutomateNexus CRM
AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.Starting Price: $49/month -
7
Vertex CRM
Vodlix
Vertex CRM is a cloud-based customer relationship and revenue operations platform for teams managing sales pipelines and recurring subscriptions. It combines contacts, companies, deals, workflows, marketing attribution, booking pages, communications, quotes, invoices and subscription billing in a shared workspace. Its AI assistant can draft sales orders, offers and subscriptions, schedule meetings, send messages and surface funnel or subscription insights, with actions presented for review and approval. Teams can manage subscriber plans, churn, retention offers and multi-tenant SaaS entitlements, and connect payments, calendars, messaging, email, accounting and advertising services. A REST API and webhooks provide access to CRM, billing and subscription records. Vertex CRM is aimed at sales, growth and billing teams at SaaS, OTT and streaming businesses.Starting Price: $19/month -
8
Inflowave
Inflowave
Inflowave is an all-in-one CRM and marketing platform built for niche agencies that manage content, ads, messages, leads, and client accounts at scale. A unified inbox lets setters and closers handle DMs, comments, and messages from all connected client accounts in one place, while Smart AI automatically assigns tags, updates custom fields, and moves leads through pipeline stages. Its AI chatbot learns a brand’s conversational style, answers questions, qualifies leads, books appointments, and follows up automatically across Instagram and other supported channels. AI Workflows combine more than 34 triggers and 50 actions for automating Instagram DMs, email, SMS, voice, forms, appointments, payments, CRM updates, and webhooks through either a visual canvas or natural-language instructions. The platform also centralizes multiple ad accounts, helping teams analyze campaign performance, identify high-performing hooks, and connect ad results with customer feedback from conversations.Starting Price: $149 per month -
9
Cavyro
CherryIT
Cavyro is an agentic CRM for teams who sell on Telegram. It mirrors your team's real Telegram accounts over MTProto, so every chat, group and channel becomes a contact or a deal with an owner, a stage, a timeline and a follow-up. Private chats stay excluded, and the full history is searchable. It is a full CRM underneath, not a prettier inbox: companies, contacts, deals, pipelines in column or list view, custom fields, meetings, Notion-style docs with live collaboration, an automation engine with 27 triggers and 12 actions, Telegram campaigns to contacts you already talk to with A/B tests and stop-on-reply, and eleven built-in reports including revenue forecast, deal funnel and response time. Over 120 CRM actions are exposed as tools on a hosted MCP server, so Claude, Cursor or any agent can create records, move deals, assign owners and pull reports. There is also a built-in AI assistant, an assistant bot inside Telegram, a REST API with an OpenAPI spec, and webhooks.Starting Price: $39/workspace/month -
10
CRMChat
Hinstflow
CRMChat is a web-based customer relationship and sales engagement platform centered on Telegram workflows. It helps teams manage contacts and leads, organize outreach, track conversations, and coordinate follow-up from a shared workspace. The product is aimed at Web3 and SaaS businesses, marketing and go-to-market agencies, affiliate and iGaming teams, and creators who use Telegram to engage prospects and customers. CRMChat also offers AI-assisted automation and tools for organizing prospect research and outreach. Teams can connect Telegram activity with their sales processes and use the platform to keep lead information and communication in one place. The service is accessed online, and its help center provides product guidance. -
11
1stContact.ai
1stContact.ai
1stContact.ai™ is an AI-first CRM and business automation platform engineered specifically to help entrepreneurs, local service businesses, agencies, and lean sales teams connect with customers faster, smarter, and more effectively. Unlike legacy CRM platforms that attempt to patch on artificial intelligence as a superficial add-on, 1stContact.ai was built from the ground up with native AI architecture at its core. By unifying lead generation, multi-channel marketing, 24/7 voice/text AI receptionists, pipeline tracking, appointment booking, invoicing, and reputation management into a single operational hub, 1stContact.ai eliminates software clutter and replaces up to a dozen disconnected tools. Core Value Proposition: Replace Your Disconnected Tech Stack 1stContact.ai gives growing businesses an unfair advantage by delivering One Login, One Inbox, and One Source of Truth.Starting Price: $97/month -
12
CustomerFlows
Keilani Media Group
CustomerFlows is an AI-powered CRM for lead-driven businesses, including home services and tour operators. It provides a view of the customer journey from first click to paid invoice, combining lead capture, contact records, pipeline tracking, and marketing attribution. Its AI Lead Qualifier engages prospects around the clock, while a provider-independent unified inbox brings web chat, WhatsApp, and email conversations together. The platform tracks lead sources and feeds closed-revenue conversion data back to Google and Meta. Plans include flat monthly pricing, unlimited contacts, and no per-seat fees. CustomerFlows helps small teams qualify incoming prospects, organize follow-up, and see which marketing campaigns lead to booked work or paid revenue.Starting Price: $49/month -
13
Pinlyx
Pinlyx
Pinlyx is an omnichannel AI CRM that brings social messaging, email, live chat, sales pipelines, automation, and publishing tools into one platform. The unified inbox can consolidate conversations from channels such as Telegram, WhatsApp, Instagram, X, Facebook Messenger, LinkedIn, TikTok, email, and website chat. AI agents and auto-responders can answer common questions, qualify leads, use company knowledge, and hand conversations off to human team members when needed. Pinlyx also includes contact management, deal pipelines, automation sequences, lead discovery, bulk messaging, templates, analytics, and revenue tracking. Its publishing tools let users schedule content across major social networks, while APIs, webhooks, MCP support, Zapier, and n8n integrations connect the platform with external systems. Pinlyx is designed for sales, support, marketing, and growth teams that want to manage customer conversations, lead generation, follow-up, and social publishing from a single workspaceStarting Price: $24.99/month -
14
Customermates
Customermates
Customermates has an open-source CRM core for small teams, with contacts, organizations, deals, services, tasks and custom fields. It provides REST APIs, webhooks and authenticated MCP tools so compatible external AI clients and automation workflows can work with CRM records. The core can be self-hosted with Docker Compose under AGPL-3.0-only. Self-hosted installations use external AI clients through MCP. The managed cloud service also offers Mate, a cloud-only AI assistant, and a separately licensed unified inbox for supported email and social channels on eligible plans. The CRM core, hosted assistant and enterprise messaging have distinct licensing and availability conditions. Public source code and documentation explain the deployment options and supported integrations.Starting Price: 14€ / User -
15
Expedify
Expedify
Expedify is an AI-powered, agentic CRM designed to transform how businesses manage customer relationships. Unlike traditional CRMs, Expedify thinks, talks, and acts to deliver real-time insights, automated communications, and seamless decision-making. Key Features: - AI-Powered Automation: Predicts customer behavior, sends personalized messages, and automates workflows. - 2-Way Multichannel Communication: Enables interactive engagement—in channels like WhatsApp—without third-party tools. - Automated Follow-Ups & Journeys: Personalizes communication and manages leads from first contact to sale. - Predictive Analytics: Uses AI to forecast customer actions and drive smarter sales and marketing decisions.Starting Price: $25/month -
16
SparrowCRM
SurveySparrow
SparrowCRM is an AI-native customer relationship management platform that helps sales teams manage contacts, track deals, and automate sales activities in one place. It combines contact and account management, visual sales pipelines, email sequences, lead routing, workflow automation, and reporting. AI scoring and automatic tagging help teams prioritize leads, monitor engagement, and identify deals that need attention. Its built-in AI assistant, Zulie, helps users find CRM information, summarize deals, prepare for meetings, and automate tasks. Conversation intelligence captures insights and action items from sales interactions to support timely follow-ups. With email and calendar integrations, customizable workflows, and centralized customer information, SparrowCRM helps growing teams reduce manual data entry, maintain pipeline visibility, and manage relationships from first contact to close.Starting Price: $19/month -
17
Heyy
Heyy
Heyy is an AI-powered customer messaging and automation platform that helps businesses manage and scale conversations, sales, support, and marketing across channels like WhatsApp, Instagram, Facebook Messenger, and website chat from one unified interface. Users create customizable “AI Employees” that can chat with customers, answer FAQs, qualify leads, automate sales funnels, route messages, and integrate with CRMs, ecommerce systems, ticketing tools, and backend workflows without coding required. It includes features such as multi-agent inboxes, automated workflows, lead qualification and tagging, targeted marketing broadcasts, and simple integrations via APIs or webhooks to turn live chat into measurable business outcomes; its AI can also escalate complex queries to humans while handling routine tasks to save teams time and provide consistent 24/7 engagement.Starting Price: $49 per month -
18
Tommos
Tommos
Tommos is an AI-assisted CRM for founder-led service businesses that manage sales from inquiry through contract and invoicing. Its Tommo SDR agent responds to website inquiries and schedules discovery calls; Tommo Closer prepares call recaps, proposals, and follow-up emails; and Tommo Legal reviews client contracts against the seller’s stated positions and drafts clause memos. Work is presented as approval cards for review before messages are sent. After 12 approvals of the same type without edits, users can allow that email action to run automatically. For won deals, users can review proposed invoices and send them through Mercury. Tommos also provides a browser-based CRM, Google Workspace connections, and access through a REST API and MCP server for project- and service-based B2B sales workflows.Starting Price: $299/month -
19
Redule
Redule
Redule is a multi-tenant, agentic AI CRM built on one idea: the follow-up should actually happen. Instead of a dashboard that waits for your team, Redule runs coordinated agentic AI — handling lead triage, qualification, follow-up, re-engagement, meeting booking and payment reminders — working every lead across WhatsApp, Instagram and Facebook, in the customer's own language, within seconds of arrival. A 3-tier approval system (agent toolkit → confidence engine → per-tenant policy) keeps every AI action safe, accurate and on-brand. Sector-aware pipelines, templates, AI brain and dashboards adapt the same engine to immigration, real estate, SaaS and more — no rebuild per industry. Ideal for agencies and SMBs that spend on ads but lose deals to slow, inconsistent follow-up. Redule turns speed-to-lead into a system, not a hope.Starting Price: $9 per month -
20
AI-BDR
BCS Digital
AI-BDR is building a connected workspace for B2B sales development. Features include "Account Watcher", "My Day", "Interpreter" and "Multi-email" architecture — with common actions available in a click. Sales teams often work across separate tools for CRM, account research, company monitoring, contact discovery, outreach, replies and follow-ups. AI-BDR brings these workflows together so users can spend less time checking systems and more time acting on relevant opportunities. "Account Watcher" AI-BDR starts where a traditional CRM stops. Instead of simply storing accounts and contacts, "Account Watcher" keeps watching the companies that matter — detecting relevant changes and turning them into sales signals. Those signals flow into "My Day" — the daily execution layer that brings together what needs attention now: account changes, replies, follow-ups, tasks and opportunities. Then there is "Interpreter" — an approval-controlled communication assistant that understands tStarting Price: £29/month -
21
ZeaCRM
ZeaCRM
ZeaCRM is an AI-powered customer relationship management and business automation platform built to help businesses capture more leads, follow up on time, close deals faster, and build stronger customer relationships. Designed especially for small and mid-sized businesses, ZeaCRM brings lead management, sales pipelines, automated follow-ups, customer communication, AI-powered insights, and workflow automation together in one easy-to-use platform.Starting Price: ₹6999/month -
22
CrmOne
CrmOne
CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.Starting Price: $59/month/5 Users -
23
KudosCRM
KudosCRM
KudosCRM is an AI-powered CRM designed to manage the entire customer journey in one platform—from lead capture and qualification to sales, delivery, invoicing, customer support, and growth. It combines contact management, sales pipelines, deal tracking, forecasting, quotes, e-signatures, project management, invoicing, support tickets, analytics, and workflow automation. KudosCRM helps sales teams capture and score leads, manage opportunities, automate follow-ups, forecast revenue, and track deals from a centralized customer record. Teams can create quotes, manage approvals, collect e-signatures, convert accepted quotes into orders, and streamline invoicing and delivery. Built-in AI features help users draft and reply to emails, rewrite and translate content, summarize customer records, extract information from documents, and add AI-powered actions to workflows. Its no-code workflow builder helps businesses automate repetitive processes and improve productivity.Starting Price: $9/year -
24
LeadMino
LeadMino
LeadMino is a modern lead management and sales automation platform designed to help businesses capture, organize, track, and convert leads more efficiently. It brings lead management, sales workflows, customer information, follow-ups, and team collaboration into one centralized platform. LeadMino helps sales teams reduce manual work, improve follow-up consistency, monitor their sales pipeline, and turn more opportunities into customers. With LeadMino, businesses can manage leads throughout the entire sales journey, keep customer information organized, track interactions and follow-ups, monitor sales activities, and gain better visibility into their pipeline. The platform is designed with a simple and user-friendly interface so teams can spend less time managing data and more time building customer relationships and closing deals.Starting Price: $12/user/month -
25
Clarify
Clarify
Clarify is an autonomous CRM that automates pipeline creation, meeting administration, and CRM updates by auto-tracking emails, meetings, and other customer interactions; enriching prospect profiles with missing details; and turning interest into booked calls through smart, hands-free follow-up sequences. It prepares sellers for every meeting by summarizing past conversations, product usage, and insights; captures key call highlights in real time; and auto-generates CRM updates, next steps, and automated workflows without manual entry. Clarify also ingests product usage, emails, calls, and site activity to deliver unified data, no-code workflows that trigger record updates and follow-ups, and revenue-intelligence dashboards that surface performance metrics, early risk signals, and growth opportunities, all within a single web or macOS interface integrated with major sales and marketing tools.Starting Price: $20 per month -
26
Riibase
Riibase
Riibase is an AI-powered CRM for small and mid-sized businesses. It brings contacts, sales pipelines, email campaigns, invoicing and a helpdesk into one workspace, then adds AI that works on your own data: lead scoring from 0 to 100 with a reason for every score, revenue and cash-flow forecasts by month, quarter or year, and an assistant that answers questions like "which contacts haven't been contacted this month?" in plain English. Industry workflows cover e-commerce, insurance, healthcare, real estate and hotels (with Booking.com integration). Plans start at $19.95/month with a 10-day free trial, no credit card required.Starting Price: $19.95/month -
27
Sentia+
Sentia AI
Sentia+ is an AI Operator that helps professionals and teams run work from one intelligent interface. Instead of switching between CRM, email, calendars, contacts, meeting tools, task managers, spreadsheets, research apps, and documents, users work through Sentia+ across connected tools. Sentia+ manages contacts and relationship history, organizes pipeline and opportunities, prioritizes email, prepares users for meetings, records and summarizes conversations, captures decisions, creates follow-ups, manages tasks, supports research, drafts content, improves CRM data quality, and coordinates workflows. It surfaces priorities, preserves context, reduces manual administration, and helps prevent missed actions. Unlike a dashboard or generic chatbot, Sentia+ is connected to accounts, data, and workflows. It helps users complete work, not just view information or receive answers, so they can operate with fewer tools, better follow-through, cleaner data, and more time for customers.Starting Price: $99/month -
28
QualifyBase
QualifyBase
QualifyBase provides inbound and outbound AI sales agents for service businesses, bringing customer messaging, voice calls, follow-up, and appointment booking into a shared inbox and sales pipeline. Agents answer questions using business-provided information, collect qualification details, and work across WhatsApp Business, Instagram Direct, Facebook Messenger, web chat, SMS, and supported voice workflows. Teams can configure calling campaigns with schedules and retries, re-engage eligible leads with approved WhatsApp templates, and hand qualified leads to staff with conversation context. Ads insights connect ad-sourced inquiries with conversations, appointments, recorded wins, and sales value; detailed reporting is available on Growth and Pro plans. Make, Zapier, webhooks, and the public API connect CRM workflows. Campaigns require an active paid plan.Starting Price: $40/month -
29
Zixflow
Zixflow
Customize all you want within Zixflow, to make sure we fit the needs of your business. Drive engagement and conversion using outreach channels your audience loves. Choose any of these channels based on your preference, and automate conversations without any effort. Set up cadences to automatically send messages and follow-ups to nurture your leads. Build an automated workflow in minutes to save hours for repetitive work and focus more on high-value activities, like closing more deals. Craft AI-driven Leadbots that interact with your website visitors and capture their contact details for a steady supply of leads.Starting Price: $19 per month -
30
Atrium
Atrium
Atrium is an AI-powered communication and relationship management platform designed to help users organize, understand, and nurture their professional network by combining an intelligent inbox with a personal CRM into a single system. It brings together email, contacts, and calendar data into one unified interface, where information is automatically enriched, grouped, and prioritized to surface the most important relationships and interactions. It acts like a “relationship studio,” using AI to triage incoming communications, filter out irrelevant messages, and provide contextual insights such as recent company updates, prior conversations, and relevant notes before meetings. It allows users to ask questions about their network, track relationship depth and growth, and access detailed profiles with historical interactions and key information. Atrium also automates follow-ups and reminders, helping users maintain consistent communication without manual effort. -
31
JRNY
BetterQA
JRNY is BetterQA's CRM built for service teams that can't afford to lose context between touches. Contacts, deal stages, messages, notes, and full activity history in one place, visible when you need them, not buried three clicks deep. What separates JRNY from generic CRMs? It monitors accounts for buying signals: job postings, funding, product launches, and scores opportunities from 0 to 100. The built-in reply assistant drafts follow-ups based on conversation history, not templates.Starting Price: €29 -
32
LocalTry
LocalTry
LocalTry is a web-based business operating system built for service organizations. Its CRM connects to jobs, scheduling, estimates, invoices, documents, customer portals, reviews, marketing analytics, email campaigns, social publishing, AI agents, and automated workflows. The Workspace Builder lets a business add custom modules, fields, and views without replacing the connected customer system. Teams can manage lead follow-up, delivery work, customer communication, and reporting from one current record. LocalTry runs on Cloudflare Workers and provides plan-based browser access.Starting Price: $59/month -
33
Arches CRM
Hexagon IT Solutions
Arches CRM is an AI-powered cloud CRM platform that helps businesses manage leads, automate sales and marketing, track customer interactions, streamline communication, monitor performance, and improve productivity from a single platform. It includes lead management, sales pipeline tracking, workflow automation, email and WhatsApp communication, reporting, AI assistants, integrations with popular business applications, and analytics to help businesses close more deals and build stronger customer relationships.Starting Price: $24.99/month -
34
FunnelYes
FunnelYes
FunnelYes is the Italian Marketing Operating System for consultants, coaches and small businesses: sales funnels, landing pages, CRM, email marketing, WhatsApp Business, automations, bookings and AI — everything connected in one place, no more jumping between tabs. On this channel we show you how to get clients online with hands-on tutorials and real demos: how to build a sales funnel from scratch, create landing pages that convert, automate emails and follow-ups, manage leads with the CRM and put the AI voice agent to work answering for you. The difference? Behind the technology there's a team of real people supporting you with strategic consulting and hands-on help. Technology + People = Results. 🎯 Find out how much your marketing is leaking with the Marketing Leak Report™ 🚀 Try FunnelYes free for 14 days, no credit card required Subscribe and take your marketing to the next level.Starting Price: $12/month -
35
Alano.ai
Alano.ai
Alano.ai is an AI-native CRM that brings customer relationship management, email and WhatsApp marketing, and a conversational AI assistant into one platform. It helps teams manage contacts, companies and pipelines, capture customer information, run campaigns, collaborate, automate workflows and use AI to work with CRM data. -
36
KloudMD
KloudMD
KloudMD is a cloud-based front-office platform for medical, dental, aesthetic, and other private healthcare practices. It combines an AI receptionist, practice phone service, online appointment booking, and a shared inbox for patient calls, texts, and web chats. The system can book appointments into connected EHR/EMR or practice-management calendars, send reminders and recall messages, and follow up on missed calls. Staff can also manage digital intake forms, payment collection, review requests, email and SMS campaigns, internal team chat, call recordings and transcripts, workflow automation, and reporting on calls, bookings, and revenue. A web dashboard and iOS and Android apps let teams manage office-line calls, messages, and schedules. KloudMD lists integrations with medical, dental, and specialty-practice systems, and provides a REST API and webhooks for connecting other tools. -
37
TracktCRM
TracktCRM
TracktCRM is an AI-powered CRM software designed to help businesses manage leads, sales pipelines, customer conversations, and follow-ups from one platform. Capture leads from multiple channels, automate responses through WhatsApp, email, and SMS, and keep your sales team organized with powerful pipeline management and reporting tools. -
38
TorkeHub
TorkeHub
TorkeHub is an AI-powered CRM and automation platform designed to streamline business operations and boost customer engagement. It offers comprehensive contact and lead management, allowing you to organize customer information, track interactions, and nurture leads effectively. The sales pipeline management feature helps you visualize and manage your sales process, while task management ensures efficient assignment and tracking of tasks. TorkeHub's automation capabilities include powerful email automation for setting up autoresponders and scheduling campaigns, as well as workflow automation to save time and reduce errors. The platform's AI-driven insights provide valuable data for informed decision-making. TorkeHub ensures data security with robust encryption and offers dedicated customer support to assist with any queries. Ideal for businesses aiming to streamline operations and drive growth.Starting Price: $6.99 -
39
Briced
Briced
Briced is an AI-powered CRM and revenue operations platform that helps sales, partnerships, customer success, and recruitment teams manage relationships, opportunities, and workflows in one place. The platform combines customizable pipelines, contact and company management, activity tracking, email and calendar integrations, workflow automation, and AI assistance. Users can create and manage pipelines for sales, partnerships, hiring, customer onboarding, and other business processes using kanban and table views. Briced automatically syncs emails, meetings, and interactions from Google Workspace and Microsoft 365, providing a complete history of customer engagement. Its AI analyzes conversations, emails, meetings, and activities to summarize interactions, identify next steps, update pipeline stages, and surface insights that help teams prioritize work and close opportunities faster.Starting Price: $39/month/seat -
40
Uptonica
Webgas Srl
Uptonica is a platform for businesses that sell online, collect leads, or support customers. It brings commerce, marketing, and customer conversations into a shared workspace, where AI features can use connected business data. Teams can manage customer conversations alongside CRM records, orders, product information, pricing, and advertising activity. This keeps information from separate tools available in one workspace rather than requiring teams to re-enter context across systems. The platform provides one inbox for WhatsApp, Instagram, Messenger, Telegram, email, phone, and website chat. It can help complete product pages with copy, attributes, and translations, and bring Google and Meta ad data into a report with a shared sales-attribution view. Customer records can include related orders and conversations. Uptonica is built by the team behind Webgas, which has supported Shopify brands in Italy and abroad since 2019.Starting Price: €199/month -
41
ClínicaSys Pro
ClínicaSys Pro
ClínicaSys Pro is a complete clinic management system for medical, dental, aesthetic, and multiprofessional clinics in Brazil. Unlike subscription-based competitors, ClínicaSys Pro offers a lifetime license for R$ 997 (one-time payment) for up to 5 users — no monthly fees, ever. Key features included in the license: - Electronic medical records (EMR) with AI assistant (Sofia AI) - Online scheduling with patient self-booking portal - Dental module (OdontoSys): digital odontogram, orthodontics, treatment plans - Aesthetic module (EstéticaSys): session packages, body map, before/after photos - Multiprofessional module: physical therapy, Pilates, nutrition - WhatsApp integration for appointment reminders and confirmations - Financial management: cash register, accounts receivable, reports - TISS ANS v3.05 for health insurance billing - Automated inactive patient re-engagement - Digital document signing Deployment: Cloud SaaS, browser-based, no installation required.Starting Price: $997 BRL one-time -
42
BluMortgage
BluRoot
Top-rated CRM for mortgage brokers. BluMortgage is a CRM for mortgage brokers that provides pre-templated email campaigns to streamline communications with clients. BluMortgage’s application pipeline simplifies the complex operations of a mortgage broker. As a mortgage broker, your most valuable asset is the relationship that you have with your clients. BluMortgage provides tools to establish these relationships during the application process as well as strengthen them even after closing. Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals. Use advanced reporting to identify refinance or upsell opportunities. With activities in the CRM, run reports to gain key productivity insights. Keep everyone on your team moving in the same direction with centralized tracking. Track notes, tasks, outstanding conditions and emails in the CRM.Starting Price: $50 per user per month -
43
Nutaan CRM
Tecosys
Nutaan CRM is an AI-first CRM platform designed to help businesses automate outreach, manage customer relationships, and scale marketing campaigns from a single unified workspace. The platform combines Email Marketing, WhatsApp Automation, Social Media Outreach, and Lead Management into one intelligent system. With Nutaan CRM, businesses can create and automate personalized email campaigns, build multi-step follow-up sequences, and track customer engagement in real time. It has the AI-powered capabilities to generate email templates, write outreach messages, and optimize communication workflows automatically.Starting Price: $11/month/user -
44
TensorLinks
TensorLinks AI
TensorLinks FrontDesk is a purpose-built AI platform for dental clinics and DSOs to manage front-office operations at scale across multiple locations. Dental front desks are overloaded with inbound calls, patient texts, appointment requests, rescheduling, missed calls, recalls, reminders, no-shows, after-hours inquiries, and repetitive follow-up work. For multi-location dental groups, this complexity grows quickly across clinics, providers, schedules, operatories, staff roles, and patient workflows. TensorLinks helps dental teams manage this operational load with AI voice and text agents built specifically for dental workflows. The platform answers calls, manages patient messages, books appointments, reschedules visits, recovers missed calls, runs outbound outreach, supports recall campaigns, sends reminders, and helps reduce no-shows. With 24/7 availability and multilingual support, clinics can engage more patients without adding more front-desk staff. -
45
Dextel
Dextel
Dextel is an AI-powered customer communication platform for businesses and agencies. It combines AI voice agents and receptionists with website chat, SMS and social messaging, appointment scheduling, and customer records. Dextel can answer common questions using business information and knowledge-base content, qualify requests, book appointments through Google Calendar, send confirmations, and transfer conversations to a person when needed. Teams can review call recordings, transcripts, summaries, contact notes, and conversation history in a shared inbox, and use workflows and webhooks to trigger follow-up actions. Solo operators and service businesses can use Dextel for customer intake and scheduling, while agencies can manage separate client accounts with white-label branding and subaccounts. An API supports management of agents, contacts, calendars, calls, messages, and workflows.Starting Price: $29/month -
46
Revo Mortgage Collaboration
Revodoc
Lack of comprehensive technology platform that will help your mortgage team to consistently and systematically convert more leads to sales. Losing sales opportunities from leads and pre-approvals due to missed customer follow up. No technology to handle the deal flow from lead to pre-approval to approval live deal, continuing through mortgage process and workflow, conditions and documents management, to mortgage funding and sales reporting, and after sales service all on one single platform. No available enterprise featured technology that scales and grows with your business at low cost. Revo will help you increase revenue by converting more leads to sales with advanced leads & pre-approvals management. Revo will enhance the potential customer experience with your customized contacts, relevant and timely communications that supports their buying decision with you.Starting Price: $24.95 per user per month -
47
Catch CRM
Catch CRM
Calls your leads in under a minute, runs dispatch, gets you signed and paid on-site, and syncs QuickBooks automatically. Catch CRM is an AI-powered CRM and field service management platform for home service businesses. Run leads, jobs, dispatch, invoicing, and reviews in one place. Lead management: calls, web forms, website chat, and Facebook lead ads land in one pipeline. AI Office adds an auto call dialer, a 24/7 AI texter, and Facebook AI, so new leads get called instead of going cold. Scheduling and dispatch: an online booking widget fills the calendar, the dispatch board assigns the right technician, and the technician mobile app runs the job in the field. Estimates, invoices, and payments: AI proposals with photos and e-sign, plus payments through Stripe at its standard rate with no markup. Two-way QuickBooks sync keeps the books current. Email campaigns and automations: follow-up sequences and reminders that run themselves.Starting Price: Free -
48
Workforce Wave
Workforce Wave
Workforce Wave provides AI-powered virtual receptionists and voice agents for small businesses. It answers inbound calls, books appointments, captures lead details, and supports outbound calling campaigns around the clock. The platform helps dental, medical, legal, real estate, restaurant, and home-services teams reduce missed calls and respond faster without adding front-desk workload. -
49
PostKnock
MedAlly LLC
PostKnock is a marketing platform for small service businesses — dental practices, HVAC contractors, optometrists, chiropractors, veterinary clinics, and home services. It combines direct-mail postcards with automated phone follow-up in a single workflow. Choose a pre-built industry playbook (dental recall, HVAC seasonal, lapsed-patient re-engagement, etc.), upload a contact list, and PostKnock handles printing, USPS First-Class mailing, QR-code tracking, and post-delivery call queues with pre-loaded scripts for your front desk. Multi-wave campaigns sequence postcards and calls over weeks. CSV import auto-maps fields. Real-time tracking shows delivery, scans, completed calls, and revenue attribution. Free plan available — only pay for postcards sent. Pro from $99/month unlocks multi-wave sequencing, the full call queue, and analytics. No contracts. 30-day money-back guarantee.Starting Price: $99/month -
50
MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month
